Axia Advisory Corp
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10Rank #1651 of mapped providers
Assets under administration$35.6B0.0%Market share · rank #420
Fees received$1MMedian $39,905/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Axia Advisory Corp plan look like?
Service mix · median fees per plan
Count of plans where Axia Advisory Corp ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 4 | $62,749 | |
Investment advisory (participants); Investment advisory (plan); Accounting (including auditing); Direct payment from the planCode 10 | 2 | $9,353 | |
Investment management; Consulting (general); Investment management fees paid directly by plan; Investment advisory (plan)Code 16 | 2 | $25,267 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 2 | $360,095 |
Competitor overlap
Percent of Axia Advisory Corp's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Axia Advisory Corp.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Axia Advisory Corp; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $278,355 | 2y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $441,835 | 2y | 1 |
IRVING MATERIALS, INC.IN · 843316965-002 | $253M | 2,740 | $129,012 | 4y | - |
UNION HOSPITAL, INC.IN · 350876396-006 | $233M | 5,145 | $75,498 | 4y | - |
SCOPELITIS GARVIN LIGHT HANSON & FEARY P.C.IN · 351487550-001 | $71M | 195 | $24,244 | 9y | - |
UNION ASSOCIATED PHYSICIANS CLINIC, LLCIN · 270581401-003 | $61M | 686 | $26,289 | 4y | - |
PEERLESS PUMP COMPANYIN · 050596578-200 | $41M | 444 | $50,000 | 10y | - |
NATIONAL WINE & SPIRITS, INC.IN · 352064429-003 | $34M | 469 | $29,809 | 10y | - |
UNITED BANCSHARES, INC.OH · 341516518-004 | $22M | 292 | $12,000 | 6y | - |
REAL CHEMISTRY, INC.NY · 262729056-001 | $0 | 0 | $6,705 | 1y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Axia Advisory Corp.
- AMERICAN FIN NETWORK ADV SVCS LLC
- AMERICAN FINANCIAL ADVISORS
- AMERICAN FINANCIAL ADVISORS, LLC
- AXIA ADVISORY
- AXIA ADVISORY CORP
- AXIA ADVISORY CORP.
- AXIA ADVISORY CORPORATION
- AXIA ADVISORY CORPORATOIN
- AXIA ADVISORY INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Axia Advisory Corp's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 10.00% | 7.76% | +2.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Axia Advisory Corp. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Axia Advisory Corp's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Ogletree Deakins | 1 | 10.0% |